Senior Transformation Office Analyst

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title: Senior Transformation Office Analyst

Location: Glasgow/London/Liverpool

Contract Type:  Permanent

Hiring Manager: Chris Diamond

The Role

Responsible for the administration of the Transformation Office (TO), which includes benefits oversight, quality assurance, standards, principles, process, RACI and management activities required to support the Transformation programme. Support the Heads of Delivery, Programme and Project Managers through the provision of governance guidance and the quality assurance of programmes.

The main differences between the Senior TO Analyst role and the TO Analyst role are:

• Senior TO Analyst to act as deputy for the TO Manager where needed
• Significant experience working within an Exec-facing Change & Transformation function
• Experience of managing projects, including budgets
• Operates and communicates at a senior level within the business
• Alongside the TO Manager acts as main liaison point between the TO team and GEC / Finance
• Alongside the TO Manager, takes accountability for designing and delivering improvements to the TO function / framework to enhance the TO service catalogue
• In recognition of their more senior status, the Senior TO Analyst acts as main liaison with Finance for the Change & Transformation budget

Outcomes of the Role

• Programme Planning
  • Maintain a 5-year roadmap view of the strategic transformation programme to aid Exec-level progress monitoring as well as evaluation of performance and benefits realisation against strategic objectives.
  • Support the regular impact assessment of the current portfolio and the addition of any new initiatives as well as changes to existing initiatives.
• Programme Planning
  • Maintain a 5-year roadmap view of the strategic transformation programme to aid Exec-level progress monitoring as well as evaluation of performance and benefits realisation against strategic objectives.
  • Support the regular impact assessment of the current portfolio and the addition of any new initiatives as well as changes to existing initiatives.
• Quality Assurance
  • Maintain a Quality Assurance Framework across the Transformation programmes.
  • Conduct regular reviews and ad-hoc checks ensuring that audit requirements (both internal and external) as well as delivery standards are met.
  • Maintain and drive forward the remediation actions identified as part of audit and Transformation Office-led quality assurance reviews.
• Benefits Management
  • Ensure operational controls are in place & being adhered to for the monitoring of investment and the validation of delivered benefits.
• Change Management Framework
  • Contribute to the implementation and regular review of controls, processes, artefacts and guidelines underpinning the overall programme management framework.
  • Monitor adherence to the Change Management Framework and the maintenance of accurate and timely programme data.
  • Support the maintenance of the repository for templates, tools and guidance.
  • Provide training for TO as well as Business-led delivery around the firm to ensure consistency across departments.
  • Support continuous improvement to tools, templates and frameworks used for programme governance across the business.
• Demand / Priority Management
  • Regular administration of the Demand & Priority Management process, ensuring that initiatives are documented with relevant strategic alignment, risk, cost, benefit and timeline criteria, and are presented/recommended for Steering Committee approval.
  • Where required, assist business areas (‘Verticals’) with quantifying demand.
• Programme / Resource Scheduling
  • Support the provision of views of capacity for people, environments, and impact of changes to schedule and cost.
  • Analyse and maintain a forward-looking in-flight transformation programme view. Carry out assurance activities and follow-up on recommendations / action plans where applicable.
• Programme Budget Management
  • Maintain a transformation programme budget baseline, current cost position and expected final budget information.
  • Document and track overall budget spend profile (planned vs. actual).
• Programme Risk Management
  • Maintain an aggregate with of key risks, issues and dependencies across the scope led by the Head of Programme.
• Reporting
  • Provide guidance to programme managers on status reporting (finance, risk, schedule, etc…), complete regular checks on the accuracy of programme metrics provided and follow up on remediation actions as well as training needs.
  • Support the production of Exec level reports as required.
• Stakeholder Management
  • Build & manage relationships within the transformation office as well as the Business-led delivery teams.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.